See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,896 | $91,190-78.2% | $178,490-88.9% | $79,858-75.1% |
| Participation rate | 62.2% | 69.2%-7.0pp | 81.9%-19.8pp | 69.6%-7.5pp |
| Annual return | 20.72% | 24.19%-3.5pp | 151.07%-130.3pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,327 | $3,256-59.3% | $5,011-73.5% | $2,471-46.3% |
| Participant deferral / active EE | $3,171 | $3,236-2.0% | $5,202-39.0% | $3,740-15.2% |
| Admin fee / account holder | $17 | $6,751-99.7% | $13,984-99.9% | $5,306-99.7% |